5 Categ o ries

Creating a New Category

Exporting a Category to an Excel File
Exporting a Category to a System File
Editing a Category
Applying Categories

Attentive® allows users to divide respondents into categories based on any

information they have about them. A questionnaire-associated category is
primarily used as a cross-parameter for a population of respondents; department,
course, division, organizational association, training institution, etc.
Assigning categories provides the option of setting predefined responses prior to
survey distribution, according to a category. Take for example a survey that is
distributed to employees who belong to two different departments, HR and
Marketing. Using categories, the user can pre-assign the department category and
not rely on the respondents to choose, either mistakenly or intentionally, a
category to which they don't belong. By defining the Department category and
distributing the survey to each department separately, responses can be
categorized and sorted by department.
Each category has three levels:

• Category – the category name, for example residence location.

• Parent Group – second level of hierarchy under the category, for example:
north, center, south.
• Group – detailed options under each parent group, for example city
names.

Note: Survey categories must be defined only as groups.

The category can be used for statistical analyses in a two-level system: group level
and parent group level.

Creating a Ne w Ca te gory
To create a new category, do one of the following:

• On the main display, under Folders, select "Categories" and on the menu
bar click .
• On the main display, under Folders, select the Categories folder. The
Categories pane appears on the right side of the window. Right-click on it
and from the Options menu select New…
The Category Details dialogue box opens:
 Categories

General Information, figure 53: Category Details Dialogue Box

Language From the list, select the language out of the available
languages
Category Name Type in a name for the category.
Code This code is not used by users.
Owner Select a name or title from the list.

Select to advance to the Category window:

General Information, figure 54: Category Window

To add parent groups and groups, you can either use manual feed or import from
an Excel file.
Adding Groups Manually
To create and name a new parent group, select "New Parent Group". The New
Parent Group dialogue box opens:

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 General Information, figure 55: New Parent Group Dialogue box

In the Parent Group Name box, type in a name for the new parent group.
In the Code field, type in a code for use in case of importing and exporting
categories. It is not compulsory.
Click .
Importing Parent Groups from an Excel File
To Import parents group from an Excel file, on the Category window select
Excel Import… Each row in the Excel file to be imported contains a parent
group or a group.
The file must contain three fixed-order columns:
A – Contains the code of the parent group or regular group
B – Contains the name of the parent group or regular group
C – For a regular group, this column contains the code of the parent group to
which it is associated. For parent groups, this column is kept null.

Note: A title line for the above columns must not be added.
After importing the Excel file, you can edit the parent groups manually. For more
information see Editing and Deleting Parent Groups and Groups on page no. 52.
Creating Groups under Parent Groups
After defining the parent group(s) you can define new groups under each one of
them. To create and name a new group under an existing parent group, select the
parent group and click "New Group". The Group Details dialogue box opens:

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 Categories

General Information, figure 56: Group Details Dialogue box

In the Group Name box, type in a name for the new group.
The information in the Belongs to Parent Group box indicates the parent group
to which the current group belongs.
In the Code box, type in a code for use in case of importing and exporting
categories. It is not compulsory.
The Active checkbox is marked by default. Deselect it in case the category is no
longer relevant in future questionnaires, but you still want to keep data related to
it that has been previously collected.
Select the Show on Report checkbox make the group details appear on reports.
Click .
Editing and Deleting Parent Groups and Groups
In the Category window, select "Edit" or "Delete" to edit or delete the selected
group or parent group. You cannot delete a parent group to which groups are
associated. Groups, as opposed to parent groups, can be dragged to change their
location using the mouse curser.

Exportin g a Categ ory to an Exce l File

To export an existing category to an Excel file, in the Category window, select
"Excel Export…". This way, another user can import the category to the same
Attentive® system or to a separate one. The file will include four columns as
follows:
A - Contains the code of the parent group or regular group
B - Contains the name of the parent group or regular group
C - For a regular group, this column contains the code of the parent group to
which it is associated. For parent groups, this column is kept null.
D – Contains a code used for conditions for a category. Used mainly for projects
of the Teaching Evaluation or Providers Evaluation types. For more information
see Teaching Evaluation Project on Modules page no. 39.

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Exportin g a Categ ory to a S ys tem File
In the Category window, select "Export…" to export the category to a file saved
in an .nxi format. The file is used in the same manner as an Excel file (see
previous section) and can be imported via the Main Display.

Editing a Cate g ory

Select Edit Category, to go back to the Category Details window and edit
category details such as name, code and owner.

Applying Categ ories

Applying categories to a questionnaire is done while setting questionnaire
properties. For more information, see Questionnaire Properties Pane –
Categories Tab on page no. 19.

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 Measurements

6 Meas u rem en ts
Defining a Set of Measurements
Associating the Set to a Questionnaire

Measurements is a tool used to set a group of questions as a measurement set to

a certain subject, and quantify the influence each one of them has on it.
Measurements are usually used in producing reports in the organizational portal.
For example, a certain company wishes to obtain an internal feedback from its
employers regarding its potential growth. The company VP defines a set of
measurements named "Growth"; each measurement in the set uses questions
regarding the efficiency of one of the company's activities that affect its growth.
Calculating all these measurements yields an overall picture about the company's
potential growth. No direct connection between the measurements is necessary.

Definin g a Set of Meas urem e nts

To define a set of measurements, from the Main Display window menu bar,
select Tools → Measurements Sets…. The Measurements dialogue box opens:

General Information, figure 57: Measurements Dialogue box

In the Measurements dialogue box, click to add a measurement set, or

select an existing one from the Name pane and click to edit it. The
Measurement Set dialogue box opens:

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 General Information, figure 58: Measurements Sets Dialogue box

You can name or rename your measurement set by typing in the name in the
Name field.
Besides name, each measurement has a weight and a code. In order to have an
overall picture about the subject for which the measurement set is made, an
average between all measurements is calculated. The Weight determines the
relative weight each measurement has in that average. Weight=2, for instance,
indicates a double influence. The code is not used by the user.
Click Add to add measurements that the set comprises. Define measurement
name and relative weight by typing the values under the relevant column.
The measurements defined for the set in our example are Quality, Stability,
Productivity and Employee's Satisfaction.

As s o cia ting th e Set to a Qu es tio nn aire

Before applying questions to measurements, you must associate the set of
measurements to the questionnaire. The set of measurements can be associated
to a questionnaire in one of following ways:

• On the New Questionnaire Wizard window, from the Measurement Set

list, select the desired set of measurements. (For more information, see
Creating a New Questionnaire on page no.14 .)
• In the Questionnaire Design Window, under questionnaire, select the
questionnaire's name. The Questionnaire Properties pane appears on the
right side of the window. In the General tab, select the set of
measurements from the Measurement Set list. (For more information, see
Questionnaire Properties Pane – General Tab on page no. 17.)
Each measurement in a set can be applied either by a single scale question, or by
a whole section.
Applying a Single Question to a Measurement
To apply a single question to a measurement, in the Questionnaire Designer
window, under Questionnaire, select the relevant question. Then under Question
properties, go to Measurements tab and select the measurements to which the

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 Measurements

question applies. This tab appears only for scale type questions. A question can
apply to more than one measurement. Also, a measurement can be applied by
more than one question, by repeating this action or by applying a whole section
to it as described next.

Note: Only questions of a scale type can apply to a measurement.

Applying a Whole Section to a Measurement
To apply a whole section to a measurement, in the Questionnaire Designer
window, under Questionnaire, select the relevant section. Then under Section
properties, go to Advanced tab and select the relevant measurement from the
Default Measurement list. This choice will only apply to scale type questions
under the section. This choice serves as a default. That means new scale type
questions will automatically apply to the chosen measurement, but measurement
can be changed per a single question under the same section.

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 7 Em ail Ac co u n ts
Creating and Defining E-mail Accounts
58Removing E-mail Accounts
Testing E-mail Accounts

Attentive® uses e-mail to distribute questionnaires. If a user wants two invitations

for participation in two different projects to be sent from different e-mail
addresses, it can be done using the e-mail accounts feature. Attentive® allows
creating an e-mail address per project, to be used for distribution purposes only.
Moreover, a "reply-to" address (different from the "from" address) can be set for
each e-mail account.

Creating an d Defining E-m ail Acc ou nts

To define an e-mail account, from the Main Display menu bar, select Tools →
Email Accounts….
The Email Accounts dialogue box appears:

General Information, figure 59: Email Accounts Screen

In the Email Accounts dialogue box, click to add an e-mail account, or

select an existing one and click to edit it. The Email Accounts
Properties dialogue box opens:

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 Email Accounts

General Information, figure 60: Email Account Properties Screen

From Name Define the name of the account here. This name appears
as the sender's name in the respondent email
From Address Define the e-mail address from which the e-mail appears
to arrive.
Reply to Define the e-mail address to which replies arrive, if sent.
Server Type in the name of the mail server being used.
Port Type in the port of the mail server being used.
SMTP Server Select this checkbox for authentication to be performed.
Authentication Selecting this checkbox enables User Name and Password
definitions.
Domain The SMTP server's domain
User Name Define the user name used for authentication.
Password Define the password used for authentication.

Rem o vin g E-m ail Ac co un ts

To remove an e-mail account, in the Email Accounts dialogue box, select the e-
mail account you'd like to remove and click .
A dialogue box will open asking you whether you are sure you want to delete the
current Email Account. Clicking Yes will cause the relevant e-mail account to be
deleted.

Tes ting E-m ail Acc ou nts a nd Servers

To test an e-mail account, in the Email Accounts dialogue box, select the e-mail
account you like to test, click and from the list select Mail Test to
test the mail, or Mail Server Test to test the mail server.
A dialogue box will open asking you whether you are sure you want a test mail to
be sent to the current e-mail account. Clicking Yes will a test mail to be sent to
the current e-mail.

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